Set up a filter interaction

1. Overview

This article shows you how to set up a data visualization with a filter interaction so that when a data selection is made, other visualizations with compatible hierarchies can be automatically filtered to the same selection.

For this example, just leave the default settings in the dialog and click Submit. The dialog will automatically set up the interaction for you based on a compatible hierarchy in other metric sets on the dashboard. You can test the filter interaction by switching to View mode and clicking on the bar chart.

The next section is optional and shows you how this filtering was automatically configured by Dundas BI. You can follow along to get a better understanding of how it works.

3.1. Filter view parameter mapping

In the dashboard editor, click to open the Parameters window, which is docked on the bottom by default. Look for a filter view parameter item and expand it. This is a view parameter that is connected to the Date hierarchy on the second metric set (table visualization). It was automatically generated when you clicked Submit in the Set up a Filter dialog.

In the Source list, the OrderDate filter checkbox is selected to indicate that when a date hierarchy member is clicked on the bar chart, that hierarchy member will be passed to the filter view parameter in the Target list (which will then filter the table visualization). This filter view parameter is the generated one that appears in the Parameters window.

4. Test the interaction

Switch to View mode and click a data point (Year 2013) on the bar chart. You should see the table visualization filtered to the same time value.